Shares The Retirement Income Illiterate
In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® speaks with fellow researcher Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® about some of the 2023 study’s most important takeaways and how advisors can use these insights to better partner with their clients for critical retirement planning conversations.
Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® is an assistant professor of financial planning and director of the Chartered Financial Consultant® (ChFC®) and CFP® Certification Education Programs at The American College of Financial Services. With over 20 years in the financial services industry, Bennetts has served in roles from customer service, to being a financial planner, to managing 80 advisors in over five states. After serving in the Marine Corps for over eight years, both active and reserve, Bennetts was medically discharged when he returned from Iraq in 2005. In staying connected with the military communities, he serves as an on-demand DoD contractor, providing free financial counseling and planning services to service members and their families. His research focus and passion is in the area of behavioral finance — specifically how financial wellbeing affects physical and psychological wellbeing — among service members and veterans.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
Shares: Let’s Talk Taxes
Join our host Michael Finke, PhD, CFP® and Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™, Chief Planning Officer at Buckingham Wealth Partners, for a detailed conversation on what financial advisors get right and wrong when thinking about tax planning, as well as key strategies to help your clients keep more of their hard-earned money.
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™ is Chief Planning Officer at Buckingham Wealth Partners, working closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams. Levine is a nationally recognized thought leader within the financial planning community. He is the lead financial planning nerd for Kitces.com, home of the popular Nerd’s Eye View blog, and the founder of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. He is a regular contributor to Forbes.com, as well as various industry publications, and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and PBS. He is regularly sought after by journalists for his insights and is frequently quoted in publications throughout the country.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
Shares: Actualizing a Dream
In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® is joined by his own martial arts instructor, small business owner, and actor Mike Moh – perhaps best known for his turn as legendary actor and martial artist Bruce Lee in Quentin Tarantino’s 2019 film Once Upon a Time in Hollywood. Moh details the challenges and triumphs of pursuing his acting goals and building a business based on community, as well as what financial professionals can take away from his journey to apply to their own career endeavors.
Mike Moh is an actor and the founder of LVLUP Martial Arts in Waunakee, WI. Mike grew up in St. Paul, MN. He was inspired by one of his heroes, Jackie Chan, while working as a stuntman in Hong Kong on the film “Robin-B-Hood” to pursue a career in acting. He relocated to Los Angeles and landed roles in numerous commercials, TV shows, and films like
“Street Fighter: Assassin's Fist,” widely considered the best film adaptation of a video game. After nearly a decade in LA, he relocated his family back to the Midwest in 2013 to open his own martial arts studio while still booking roles on prime-time shows like FOX's “Empire” and ABC's “Marvel's Inhumans.” Moh continues his martial arts training daily and holds the rank of 6th Degree Black Belt in Songahm Taekwondo. In November 2022, he was bestowed the title of Master Instructor.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
Shares: All Aboard!
Our host Alanah Phillips, MBA, co-chair of The College’s Next Gen Advisory Task Force, sits down with Libby Greiwe, ChFC®, RICP®, FIC® of The Efficient Advisor for a conversation on how to onboard new clients and introduce professionals to the financial services industry, as well as how sound practice-building steps can reduce stress, lead to better business outcomes, and ultimately benefit advisors and clients alike in this episode of the Shares podcast.
Libby Greiwe, ChFC®, RICP®, FIC® is the founder of The Efficient Advisor, LLC and the host of The Efficient Advisor Podcast as well as a speaker, advisor coach, and financial professional. Her podcast helps financial advisors and planners create systems and processes so they can work less, feel less overwhelmed, and build a business and life that they love. She prides herself on providing step-by-step guides, templates, and tools advisors can customize for themselves and help them make the next right decisions to level up their practice. She previously worked as a financial advisor and principal for 15 years at Thrivent Financial and is a graduate of Miami University.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
Shares: Dave Ramsey’s Bad Math
To assess the validity of Ramsey’s claims, our host Michael Finke, PhD, CFP® assembled The College’s resident retirement supernerds – adjunct professor of wealth management David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® and professor of practice Wade Pfau, PhD, CFA, RICP® – to discuss their printed response to Ramsey, optimal withdrawal rates, sequence of returns risk, and best-practice retirement planning in the inaugural episode of our Shares podcast.
Wade D. Pfau, PhD, CFA, RICP® is a professor of practice in the Retirement Income Certified Professional® (RICP®) Program at The American College of Financial Services. Pfau serves as a co-editor of the Journal of Personal Finance and is a sought-after speaker at national conferences of organizations for financial professionals, such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also consistently publishes articles in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher blog and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an expert panelist for The Wall Street Journal. His research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.
David Blanchett, PhD, MSFS, CFA, CLU®, CHFC®, CFP® is an adjunct professor of wealth management at The American College of Financial Services. A world-renowned thought leader in the fields of wealth management and retirement, Blanchett is a leading contributor to the Wealth Management Certified Professional® (WMCP®) program. In addition to his role with The College, Blanchett is the managing director and head of retirement research at QMA, a division of Prudential Financial, and was formerly at Morningstar Investment Management, LLC. In his roles, Blanchett enhances consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. Blanchett has published research in a variety of academic and industry journals and has been featured in multiple media publications, such as InvestmentNews, Marketwatch, Money Magazine, The New York Times, PLANSPONSOR Magazine, and The Wall Street Journal.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.